ESTATE PLANNING WORKSHOPS IN OAKLAND

Join us for a Lunch & Learn event at our Oakland office at:

CONTACT US IF INTERESTED IN ATTENDING

Estate Planning Workshop•  Basics for Local Families

Here's a bit of what we'll cover...

Working with an attorney vs the Do It Yourself DIY plan

The basic estate planning documents:

  • Wills vs Living Trusts
  • Durable Power of Attorney
  • Advanced Health Care Directive
  • Guardianship for your kids

Additional information for:

  • Families with Special Needs kids
  • Blended Families
  • Multi-generational Families
  • Families & individuals who own Real Estate
  • Families & individuals who own a Business

These are free events please contact me for more info.